Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Shanberg is a financial advisor who has been in the industry since 2001. He is currently registered with J.W. Cole Advisors, Inc., and has been with the firm since December 2007. Prior to joining J.W. Cole Advisors, Inc., he was with New England Securities. Charles is a Certified Financial Planner and holds several licenses, including Series 6, 7, 63 and 66. He specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
12/19/2007 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
01/22/2001 - 01/09/2008
NEW ENGLAND SECURITIES (TAMPA FL)
BOTH
Issued 08/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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